Symbotic
SYMBQ3 2025Estimated52% AI
AI Revenue %
52%
AI Fair Value
$9.7B
AI Revenue (Q)
$636.3M
Total Revenue (Q)
$1.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 (ended Jun 28, 2025) revenue was $592.1M: Systems $559.1M, SMS $8.1M, Ops $24.9M. Revenue grew 26% YoY. Software maintenance grew 129% YoY ($8.1M vs $3.5M). The company took a $16.4M restructuring charge this quarter. System gross margin was ~18.1%. International revenue began appearing ($24.3M in Q1 FY2026 comparative data suggests Mexico deployments are ramping). No explicit AI revenue disclosure. Maintaining 52% estimate. Math: ($559.1M * 0.52 + $8.1M * 0.90 + $24.9M * 0.35) / $592.1M = ($290.7M + $7.3M + $8.7M) / $592.1M = $306.7M / $592.1M = 51.8%, rounded to 52%.
Analyzed by claude-opus-4-6
Quoted Figures
Three months ended June 28, 2025: Revenue Systems $559,108K, Software maintenance and support $8,121K, Operation services $24,892K, Total $592,121K
10-Q for period ended Jun 28, 2025, Consolidated Statements of Operations
Restructuring charges of $16,361K for the three months ended June 28, 2025
10-Q for period ended Jun 28, 2025, Consolidated Statements of Operations
AI Products Identified (Ring 1)
Symbotic System (AI-powered autonomous warehouse robots)AI/ML fleet coordination softwareComputer vision-based case identificationML-based path planning and inventory placement optimizationGreenBox/Exol warehouse-as-a-service (AI-managed)ASR micro-fulfillment systems (AI-powered)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Physical Symbot robot hardwareStorage structure/racking infrastructureInbound sorting and outbound palletizing cellsInstallation and commissioning laborMicro-fulfillment hardware
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix